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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1651
Fruth Investment Management
Texas
$285K
IWA
1652
IBEX Wealth Advisors
New Jersey
$283K +$262K +397 New
MWPCG
1653
Measured Wealth Private Client Group
New Hampshire
$282K
RPSA
1654
Richard P. Slaughter Associates
Texas
$281K -$9.22K -14 -3%
PIWA
1655
Prevail Innovative Wealth Advisors
Kansas
$281K +$260K +394 New
DIA
1656
Dana Investment Advisors
Wisconsin
$280K +$259K +393 New
DOA
1657
D'Orazio & Associates
Virginia
$280K +$4.61K +7 +2%
WETS
1658
Wealth Enhancement Trust Services
South Dakota
$280K +$30.3K +46 +13%
WKWM
1659
Walter & Keenan Wealth Management
Indiana
$276K -$40.9K -62 -14%
BCWM
1660
Bartlett & Co Wealth Management
Ohio
$276K +$3.95K +6 +2%
FG
1661
Foster Group
Iowa
$276K +$254K +386 New
EWM
1662
Evermay Wealth Management
Virginia
$275K
OCG
1663
Opus Capital Group
Ohio
$275K +$254K +385 New
NFC
1664
Northstar Financial Companies
Pennsylvania
$275K +$659 +1 +0.3%
TL
1665
Tradewinds LLC
North Carolina
$275K +$1.55M +2,350 New
NHT
1666
New Hampshire Trust
New Hampshire
$275K +$254K +385 New
DAC
1667
Dutch Asset Corp
New York
$274K +$252K +383 New
CCIA
1668
Cherry Creek Investment Advisors
Colorado
$273K +$659 +1 +0.3%
CM
1669
Cercano Management
Washington
$272K
BL
1670
Balentine LLC
Georgia
$272K +$252K +382 New
QWM
1671
Quadcap Wealth Management
Texas
$272K +$251K +381 New
ZBNA
1672
Zions Bancorporation, National Association
Utah
$272K +$1.32K +2 +0.5%
GI
1673
GAMCO Investors
Connecticut
$271K
MIA
1674
MMBG Investment Advisors
Florida
$271K
TWA
1675
TCI Wealth Advisors
Arizona
$271K +$3.29K +5 +1%